UFF
TMHC

USA Financial Formulas’s Taylor Morrison TMHC Stock Holding History

USA Financial Formulas’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-72
Closed -$3.07K – 538
2023
Q3 		$3.07K Buy
72
+2
+3% +$94 ﹤0.01% 296
2023
Q2 		$3.41K Buy
+70
New +$3.01K 0.01% 245
2020
Q1 		– Sell
-3,605
Closed -$79K – 305
2019
Q4 		$79K Buy
3,605
+976
+37% +$23.5K 0.03% 173
2019
Q3 		$68K Buy
+2,629
New +$60.6K 0.03% 158

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

USA Financial Formulas's TMHC Position: Q4 2023 in Review

USA Financial Formulas sold out of Taylor Morrison (TMHC) in Q4 2023, closing a stake of 72 shares — an estimated $3.07K sold.

USA Financial Formulas first reported a position in TMHC in Q3 2019 and held it in 4 quarters. The position peaked at $79K in Q4 2019. 367 funds tracked by Wall St. Rank hold TMHC as of Q4 2023.

  • USA Financial Formulas reported no remaining Taylor Morrison position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 72 Taylor Morrison shares in Q4 2023, an estimated $3.07K.
  • USA Financial Formulas first reported a position in Taylor Morrison in Q3 2019 and held it in 4 quarters.
  • USA Financial Formulas's Taylor Morrison position peaked at $79K in Q4 2019.
  • 367 funds tracked by Wall St. Rank held Taylor Morrison as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.